Investor Day announces 2030 revenue forecast exceeding $60 billion, Salesforce stock soars.

``` Facing doubts about falling behind in the AI race, former software industry darling Salesforce is attempting to revive investor confidence with an optimistic long-term growth blueprint. At an investor briefing during the Dreamforce conference held in San Francisco on Wednesday, October 15, Salesforce announced that it expects annual revenue to exceed $60 billion by 2030. This forecast pushed its stock price up by as much as 5% in after-hours trading. Previously, the company’s stock had fallen 29% cumulatively this year, in sharp contrast to the Nasdaq index’s 17% rise.

This latest financial target exceeds the consensus expectation of $58.37 billion by analysts surveyed by LSEG. More importantly, company executives stated that they expect organic revenue to return to over 10% annual growth from fiscal year 2026 to fiscal year 2030. Since mid-2024, the company’s growth rate has been below 10%. This guidance offers investors a clear growth path, but it does not include the impact of the upcoming acquisition of data management company Informatica. Salesforce announced in May this year that it would acquire Informatica for $8 billion, a deal expected to close in the fourth quarter of this fiscal year or the first quarter of fiscal year 2027. Salesforce Growth to "Reaccelerate"? The core of Salesforce’s newly released financial target centers on “reaccelerating” growth. Company COO and CFO Robin Washington said at the briefing: “We experienced a period of slow growth, and now it’s reaccelerating.” This comment is intended to dispel investor doubts about the company's growth prospects. In addition to the revenue target of more than $60 billion by 2030, the company's guidance for growth rates over the next few years is equally crucial. Returning to annual growth rates above 10% is a strong positive signal for a company whose growth had slowed since mid-2024, showing management’s confidence in future business development. Directly Facing the “AI Threat Theory” In recent years, with the rise of artificial intelligence technologies, investors have been concerned that so-called “vibe-coding” (AI-powered coding) tools might threaten the position of traditional software providers like Salesforce. Microsoft CEO Satya Nadella stated in April that AI is generating up to 30% of new code at his company, further heightening market concerns. In response, Salesforce CEO Marc Benioff directly replied at Wednesday’s event, calling some of the market’s claims “nonsense.” He said: “For example, some people say these products are writing all software, but that’s simply not the case.” Agentforce Is Highly Anticipated To achieve its ambitious revenue goals, Salesforce is placing its hopes for growth on its Agentforce software. Launched last year, the software is designed to help brands automate customer service processes by connecting large language models with internal enterprise data. According to Robin Washington, Agentforce is a key driver of the company’s revenue growth. However, promoting Agentforce has not been smooth sailing. Analysts at RBC Capital Markets noted in a report earlier this month, “Investors continue to ask why the adoption rate of Agentforce is slower than expected.” To attract more customers, Salesforce is responding to these challenges with product upgrades. The company launched Agentforce Voice this Monday, allowing AI agents to answer customer service calls; on Tuesday, the company announced expanded cooperation with AI model developers Anthropic and OpenAI. At the conference, Salesforce pointed out that enterprises such as FedEx, Pandora, PepsiCo, and Williams Sonoma have already begun adopting Agentforce. Risk Warning and Disclaimer The market carries risks, and investments should be made with caution. This article does not constitute personal investment advice, nor does it take into account the special investment objectives, financial situation, or needs of any individual user. Users should consider whether any opinions, viewpoints, or conclusions in this article are appropriate to their specific circumstances. Investing accordingly is at your own risk. ```